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Wrenne Financial Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wrenne Financial Planning’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
230,898
+5,005
+2% +$235K 4.13% 9
2025
Q4 		$10M Sell
225,893
-1,349
-0.6% -$58.9K 4.08% 9
2025
Q3 		$9.72M Buy
227,242
+11,468
+5% +$475K 4.16% 8
2025
Q2 		$8.74M Buy
215,774
+27,768
+15% +$1.06M 4.09% 8
2025
Q1 		$6.85M Buy
188,006
+3,240
+2% +$117K 3.64% 9
2024
Q4 		$6.31M Buy
184,766
+23,546
+15% +$843K 3.59% 9
2024
Q3 		$6.06M Buy
161,220
+3,306
+2% +$119K 3.61% 8
2024
Q2 		$5.54M Buy
157,914
+146
+0.1% +$5.19K 3.82% 8
2024
Q1 		$5.65M Buy
157,768
+91,640
+139% +$3.15M 4.18% 7
2023
Q4 		$2.25M Buy
+66,128
New +$2.1M 1.91% 17

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wrenne Financial Planning's SPDW Position: Q1 2026 in Review

Wrenne Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q1 2026, buying an estimated $235K and bringing the position to 230,898 shares worth $10.5M. The position accounts for 4.13% of the portfolio, ranked #9.

Wrenne Financial Planning first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Wrenne Financial Planning held 230,898 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.5M as of Q1 2026.
  • Wrenne Financial Planning bought 5,005 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $235K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.13% of Wrenne Financial Planning's portfolio in Q1 2026, its #9 holding.
  • Wrenne Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.